The Right Combination for Your Retirement Plan

July 2015 Newsletter Introduction Setting the Stage The Defined Benefit Component Eligibility Crediting Interest Contributions    Top Heavy Minimums    Limits on Tax Deductions Flexibility Funding Requirements Conclusion Although not a new design,...

The Best Plan to Drive Your Retirement Needs

June 2015 Newsletter Introduction Lease or Purchase Defined Benefit (DB) Plan Defined Contribution (DC) Plan The Car Lot Compact or Full Size? One-Car Garage Eligibility Employee Deferrals Matching Contributions Profit Sharing Contributions Vesting Loans and...

The Ultimate Plan Sponsor Checklist

August 2014 Newsletter Introduction Do you have copies of all the plan documents and records? Are you properly insured as a plan sponsor? Do you timely distribute required documents, notices and educational retirement fund materials to your employees? Are you...

Cross-Testing: The Right Tool for Many Jobs

As the national economy continues its recovery, more and more businesses are beginning to see their financial situations improve to near pre-recession levels. Companies that have not thought about making profit sharing contributions for years are starting to consider...

Under Control or Out of Control

In today’s business climate, it seems it is becoming increasingly common for businesses of all sizes to be structured using multiple companies. Maybe a business person is pursuing multiple ventures with different groups of co-owners. Perhaps a company decides to...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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